Are you a directly authorised financial advice business with £25m to £50m of FuM looking to create a capital event but stay on post sale? The Company Our client is a newly established financial technology firm with their own investment platform. Backed by a Venture Capital firm, they have funding secured to achieve their ambitious growth
The Company Our client company was established in 2021 with offices based in London. They have grown their FuM to £190m FuM with 7 advisers. They offer independent financial advice with open architecture to enable clients to stay invested on existing investment mandates. The firm have strong financials with funding in place to support t
The Company Our client company was established over 25 years ago and have grown their FuM to c£200m with 5 advisers who are all Chartered. They are looking to grow rapidly with the aim of reaching £1bn assets under management within the next 5 years. The firm have strong financials with funding in place to support their growth plans
The Company Our client established their group company in 2015 and more recently created their Financial Services division. They have c£60m of FuM currently with plans to grow by a further £100m over 12 months. They have strong financials with funding in place to support their growth plans through acquisitions. They have undertaken
The Company Our client company is an exciting growing company who currently have £150m of FuM with HOTs agreed for businesses taking them up to £1bn of FuM. They have offices based in Cheltenham, London, Hereford and growing across the South West. Offering independent financial advice with open architecture to enable cli
Are you a Financial Adviser looking to sell your client bank to a well-respected wealth management firm with extensive experience in acquisitions? The Company Our client company was established in 2019 with offices based across the UK. Since then, they have acquired over 10 directly authorised hubs and an additional 50 smaller businesses
The Company Our client company is directly authorised and was established in 2006 with offices based in London. They have grown their FuM to £500m with 10 advisers. They are keen to continue to grow via acquisitions to reach over £1bn of FuM. Offering independent financial advice. The firm has backing from a large national firm to s
The Company Our client with £300m FuM is currently under a network, and they are looking to break away and become directly authorised. Therefore, they are seeking ideally a shell company which is directly authorised so they can apply for a change in control application with the FCA to fast track the process. The firm have strong financia
Are you a medium to large size IFA Firm looking to sell your shares to an international private equity acquirer seeking to break into the UK IFA market? The Company This consortium of Private Equity investors comprises of UHNW highly successful business individuals who generally are the Alumni of a leading Business School in California,
Are you a Financial Adviser with up to £250m of FuM looking to sell your client bank to an established international firm? The Company Our client company have an international presence and are now looking to break into Europe. They have already acquired a DFM in Europe with c$600m FuM with two further offers in pipeline through ourselves
